- Morgan Stanley (Menlo Park, CA)
- *POSITION SUMMARY:* The Wealth Management Analyst 's responsibilities include producing strategy reports, synthesizing client/prospect data to develop customized ... executing marketing strategies to attract new clients. The Wealth Management Analyst focuses on servicing clients by understanding their investment objectives and… more
- Robert Half-Robert Half Corporate (San Ramon, CA)
- Robert Half is seeking a **Senior Analyst FP&A** who will be reporting to the Senior Manager, FP&A. The Senior Analyst , FP&A prepares analysis and models and may ... of the global financial data governance model as it relates to assigned portfolio or tasks. Establishes strong understanding of the business, including evolutions in… more
- Stanford University (Stanford, CA)
- …The Financial Analyst 's responsibilities are focused on liaising with a portfolio of departments and programs within the School of Humanities and Sciences in ... Finance Liaison Financial Analyst 3 **School of Humanities and Sciences, Stanford,...promote best practices for proactive financial management; help ensure compliance with policies and procedures; and provide recommendations for… more
- Meta (San Francisco, CA)
- …understand operations and meet project teams. **Required Skills:** Environmental Analyst Responsibilities: 1. Support compliance with environmental regulations ... while maintaining a safe working environment. Meta is seeking an Environmental Analyst to support environmental monitoring and analytics critical to regulatory … more
- BMO Financial Group (San Francisco, CA)
- …families and families of wealth. Our core services to families include Portfolio Management (asset allocation strategy, research, portfolio implementation, and ... investment reporting), Family Wealth (tax strategy and compliance , estate advisory, risk management, expense management and philanthropic planning and advisory),… more
- Bank of America (San Francisco, CA)
- GCIB GMC Analyst San Francisco, California;Dallas, Texas; New York, New York **Job Description:** At Bank of America, we are guided by a common purpose to help make ... data such as client's financials, projections, industry data, covenant compliance , and collateral appraisals to ensure compliance ...transactions. As a key member of GCIB Credit, the Analyst will be part of an integrated team, working… more
- Gap Inc. (San Francisco, CA)
- …critical. **What You'll Do** + Support the investment management process, including portfolio strategy, investment portfolio compliance , controls and ... will support the global treasury function. We are seeking a Senior Treasury Analyst with an understanding of and interest in global banking, operations and financial… more
- Lincoln Financial Group (San Francisco, CA)
- …Role at a Glance** We are excited to bring on an Investment Accounting Analyst to support the Investment Accounting and Reporting Team at Lincoln Financial Group. ... Purpose of Job** As a regulatory GAAP and Statutory Investment Reporting Analyst , you will be responsible for providing timely and accurate investment reporting… more
- AbbVie (South San Francisco, CA)
- …and eye care - and products and services in our Allergan Aesthetics portfolio . For more information about AbbVie, please visit us at www.abbvie.com. Follow @abbvie ... have any employees directly or indirectly reporting to the Senior Business Systems Analyst , & the incumbent is only responsible for managing projects that they are… more
- CBRE (Menlo Park, CA)
- Property Manager - lease analyst Job ID 169212 Posted 11-Jun-2024 Service line GWS Segment Role type Full-time Areas of Interest Facilities Management, Property ... **About The Role** Manages all aspects of a single property or portfolio of commercial, industrial, or retail properties. Oversees all operations and financial… more
- Intuit (Mountain View, CA)
- …dive into three areas to help the business grow: + Monitor key portfolio risk indicators such as: delinquency, roll-rates, charge-offs and recoveries + Summarize ... impacts of changes in credit quality, portfolio composition and macroeconomic conditions + Partner with our servicing and collections team to launch novel contact… more
- Children's Hospital & Research Center Oakland (Oakland, CA)
- …Statement:** Physician Services Department is responsible for managing a financial portfolio of approximately $100M in BCH Oakland physician expense ($65M) and ... Benefit Contract Liaison will be responsible for ensuring all regulatory and compliance standards are met and stakeholders are informed and aware these agreements… more
- BlackRock (San Francisco, CA)
- …Side firm. You may have: + Direct portfolio / risk management, trading, compliance , or operations analyst experience + Proficiency in working with large sets ... of your clients + Utilize Aladdin's suite of risk modeling, trade, compliance , and post-trade capabilities to deliver best-in-class solutions for our clients. +… more
- City and County of San Francisco (San Francisco, CA)
- …of enhancing the structure and diversity of the investment portfolio and sustaining long-term performance. Additionally, the Investment Division's professional ... for the position of Investment Officer ("IO") for its Real Assets portfolio , which includes real estate, infrastructure, natural resources, and other specialty… more
- City and County of San Francisco (San Francisco, CA)
- …at local, regional, state levels to ensure effective implementation of grant portfolio and promote integration with related efforts. + Integrate and align with ... and year-end budget reconciliation. + Oversee and manage the monitoring, compliance , and performance evaluation for grant(s); includes conducting on-site visits,… more
- City and County of San Francisco (San Francisco, CA)
- …Families System of Care oversees the Intensive Services & System Involved Portfolio . This includes direct oversight of intensive civil service clinics (Family Mosaic ... Special Programs for Youth), 2593 Intensive Services Coordinator, and a vast portfolio of intensive services contracted providers. In addition, there is close… more
- Bank of America (San Francisco, CA)
- …or related field + At least 4 years' experience as a development analyst , underwriter, asset manager, portfolio manager, and/or syndicator of debt and/or ... modifications to existing facilities, and advising the Commercial Real Estate Banking portfolio group on any post-closing credit actions as needed. Job expectations… more
- Robert Half Finance & Accounting (San Jose, CA)
- …develop and implement tax strategies, and provide comprehensive tax planning, consulting, and compliance services to a diverse portfolio of clients. You will ... We are offering an exciting opportunity for a Tax Analyst /Manager/Director in San Jose, California. In this role, you...and procedures. * Provide comprehensive tax planning, consulting, and compliance services to a diverse portfolio of… more
- City and County of San Francisco (San Francisco, CA)
- …gas (GHG-free) emission profile. In addition, the SFPUC develops and manages a portfolio of short, medium, and long-term power and storage purchases to serve our ... provide billing and rates administration services; perform load forecasting and compliance reporting; oversee metering and perform data analysis; maintain all power… more
- City and County of San Francisco (San Francisco, CA)
- …gas (GHG-free) emission profile. In addition, the SFPUC develops and manages a portfolio of short, medium, and long-term power and storage purchases to serve our ... a safety culture of the highest standard by allocating resources, ensuring compliance , and creating policies aligned with industry best practices. + Valuing… more